Heritage Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$445K	Buy	5,330 +1,630	+44%	+$136K	0.04%	75
2025 Q1	$280K	Buy	+3,700	New	+$280K	0.03%	94
2022 Q3	–	Sell	-569	Closed	-$33K	–	253
2022 Q2	$33K	Buy	+569	New	+$33K	0.02%	195